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Harold R. Carpenter

@Pinnacle Financial Partners Inc

Latest period2024 - Q3ReportedManaged Assets$4.977BTotal holdings519
Assets growth rate6.48%Assets growth rate (2-Q avg)3.83%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Financial Partners Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 519 positions.

Assets under management

The assets under management (AUM) of Pinnacle Financial Partners Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.977B in assets, with a quarterly growth rate of 6.48% and a 2-quarter average growth rate of 3.83%. The portfolio is managed by Harold R. Carpenter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AXPAmerican Express Co
Recent Activity
Increased 0.68%
0.91%
$44.928M
165,664 shares@ $271.21 avg price
CRMSalesforce Inc
Recent Activity
Increased 0.37%
0.86%
$42.537M
155,408 shares@ $273.71 avg price
IVVIshares Tr
Recent Activity
Increased 10.6%
0.73%
$36.315M
62,958 shares@ $576.82 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 0.09%
0.71%
$35.221M
56,939 shares@ $618.58 avg price
ABBVAbbvie Inc
Recent Activity
Increased 2.6%
0.7%
$34.688M
175,654 shares@ $197.48 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 15.53%
0.68%
$33.726M
73,276 shares@ $460.26 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 5.2%
0.65%
$32.353M
36,494 shares@ $886.53 avg price
EMREmerson Elec Co
Recent Activity
Increased 14.6%
0.65%
$32.04M
292,950 shares@ $109.38 avg price
LLYEli Lilly & Co
Recent Activity
Increased 0.78%
0.65%
$31.859M
35,961 shares@ $885.95 avg price
MRKMerck & Co Inc
Recent Activity
Increased 2.49%
0.64%
$31.822M
280,224 shares@ $113.57 avg price